Guides & Templates

Resources for legal leaders

Everything here is drawn from CLE-eligible workshops and real firm implementations. Not theory.

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The Legal AI Playbook

The same frameworks, checklists, and policy templates Steve delivers in CLE-accredited workshops for BHBA, LACBA, and AAML. 20 pages. Not theory.

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Weekly analysis for managing partners, COOs, and legal ops leaders on what actually works with AI in law and professional services.

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Use Case Library

Real workflows across litigation, family law, valuation, and practice operations. Built from actual firm projects.

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The Legal AI Playbook

The same frameworks, checklists, and policy templates Steve delivers in CLE-accredited workshops for BHBA, LACBA, and AAML.

What's inside

  • The 5-step "Can I Use AI On This Matter?" checklist your lawyers can print and use tomorrow
  • 90-day rollout plan with week-by-week deliverables
  • Adaptable policy language and client communication templates
  • 4 prompt patterns that survive the first week (not a brittle prompt library)
  • Practice-specific red flags for litigation, transactions, regulatory, and private client work

20 pages. Not theory.

No spam. We'll send the PDF and one follow-up to see if the workshop is a fit.